Blog

Are Robo Advisors Really Worth It?

It’s been nearly a decade since so-called robo-advisors first came on the scene offering digital advice to investors. During that time, stocks have gone nearly straight up. And during that time, most large investment firms have jumped on the band wagon offering automated investing tools. Firms like Wells Fargo, Fidelity and Vanguard now all offer…
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WHAT PRESIDENT TRUMP’S EXECUTIVE ORDER MEANS FOR YOU

We are still waiting for the dust to settle on what President Trump’s executive orders mean for taxpayers and business owners. There is a lot of talk about legal challenges and how Congress may react. But here is a summary of what we know now.Temporary Payroll Tax Relief –The President has directed the Treasury Department to…
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Thinking of Dumping Old Tax Records?

Article Highlights: General statute is 3 years Some states are longer Fraud, failure to file and other issues can extend the statute Records to dump Record to Keep Longer  I often have clients ask me, “How long should I keep old tax records?” Tired of having all those old tax records taking up drawer or closet space and collecting…
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RUNNING LOW ON MONEY? CONGRESS HAS MADE IT EASIER FOR YOU TO TAP YOUR RETIREMENT SAVINGS

Article Highlights COVID-19 Tax Benefits Retirement Plan Withdrawals Waiver of 10% Early Withdrawal Penalty Retirement Plan Loans Roth IRAs Other Sources of Income Way to Reduce Payments  If you are struggling financially due to the COVID-19 epidemic, you will be happy to know Congress, as part of the CARES Act enacted on March 27, has made it easier for you to access your…
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